See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,291 | $73,787+65.7% | $98,716+23.9% | $82,448+48.3% |
| Participation rate | 22.2% | 61.4%-39.2pp | 69.3%-47.1pp | 68.1%-45.8pp |
| Annual return | 13.07% | 18.57%-5.5pp | 31.81%-18.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $288 | $1,511-81.0% | $2,279-87.4% | $2,551-88.7% |
| Participant deferral / active EE | $1,537 | $3,081-50.1% | $4,048-62.0% | $4,139-62.9% |
| Admin fee / account holder | $13,236 | $6,500+103.6% | $8,703+52.1% | $7,234+83.0% |